See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,437 | $92,703+33.2% | $82,719+49.2% | $134,475-8.2% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -17.34% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,914 | $3,274+50.1% | $3,009+63.3% | $4,740+3.7% |
| Participant deferral / active EE | $8,332 | $4,802+73.5% | $4,395+89.6% | $6,400+30.2% |
| Admin fee / account holder | $307 | $5,983-94.9% | $5,329-94.2% | $11,426-97.3% |